A positive outlook as Q2 earnings season gets underway

The post Fed Minutes Setup: Yields vs S&P 500 Record Valuations appeared on BitcoinEthereumNews.com. Stocks are sitting near the top of the mountain. The S&P 500 pushed to fresh closing highs in early June as AI optimism juiced returns, which is great if you were long. But it also leaves a simple, slightly uncomfortable question ahead of the Fed minutes release: what if yields keep creeping up right as valuations look full? If the 10-year hangs in the mid 4s and the minutes read hawkish, multiples can get tight in a hurry. That’s the setup. This piece walks through how yields pressure valuations, what to watch in the minutes, and a clean playbook for managing risk without guessing tops. Aspect What to Know Fed minutes tone June meeting minutes showed mounting inflation worries and some argued for a hike, with several seeing slightly higher rates by end 2026 MarketScreener. 10-year Treasury yield The benchmark drifted into the mid 4% range in early July, with

Fed minutes cited rising inflation risks and possible 2026 hikes, the 10-year sat near 4.47%, and the S&P 500 traded at 20.1x forward P/E. Why yields could bite.

The post Dow Jones futures advance due to tech, AI rally appeared on BitcoinEthereumNews.com. Dow Jones futures gain 0.17% to trade around 52,710 during European trading hours on Thursday. Meanwhile, S&P 500 futures and Nasdaq 100 futures advance 0.34% and 0.74%, trading near 7,550 and 29,690, respectively. US stock futures rise amid a sharp bounce in tech and AI sectors. Tech futures jumped on reports that Beijing will allow top Chinese AI firms to purchase a limited supply of Nvidia’s H200 chips. Chinese officials have recently informed major players, including Alibaba, ByteDance, and DeepSeek, that they may soon receive the necessary green light to procure the processors. However, traders worry that elevated energy prices could reignite inflation, potentially forcing the Federal Reserve (Fed) into an earlier-than-expected rate hike. This follows a down Wednesday where the Dow Jones and S&P 500 fell 1.09% and 0.28%, dragged down by materials, financials, and real estate, while the Na

The post Equities: Stagflation hit and chip-sector divergence – Deutsche Bank appeared on BitcoinEthereumNews.com. Deutsche Bank strategists report that United States (US) equities weakened under a stagflationary backdrop. The S&P 500 fell with broad-based losses, while the Philly semiconductor index outperformed strongly. SK Hynix’s US ADR offering was heavily oversubscribed, and China may allow some domestic AI firms to buy Nvidia H200 chips, supporting chip stocks even as most S&P 500 industry groups declined. Broad losses, semis outperform “Given the stagflationary backdrop, this meant equities took a big hit on both sides of the Atlantic. So the S&P 500 fell -0.28%, with a broad-based decline that saw 78% of the index lose ground. Once again, the move in chip stocks was against the overall market as the Philly semiconductor index (+2.23%) outperformed.” “The outperformance was bolstered by two large news stories. First, SK Hynix’s US offering was more than seven times oversubscrib

The launch of Musk-free ETFs highlights growing investor demand for reduced volatility and governance concerns in major index funds. The post Subversive files ‘Elon-free’ S&P 500 and Nasdaq-100 ETFs, launching September 2026 appeared first on Crypto Briefing.

The post Netflix (NFLX) Stock Down 19% as Q2 Earnings Approach: What Analysts Are Saying appeared on BitcoinEthereumNews.com. Key Takeaways Netflix is scheduled to release Q2 2026 results on July 16; shares have declined approximately 19% since January Analysts anticipate EPS of $0.79 (representing 10% annual growth) and $12.5 billion in revenue (up 13.5%) Bernstein reduced its target price by 9% to $100 amid concerns over subscriber addition headwinds Advertising revenue approaching $3 billion on an annual basis remains a critical growth indicator Consensus analyst target price of $114.42 suggests approximately 50% potential gain from current trading levels Shares of Netflix (NFLX) have tumbled approximately 19% since the start of 2026, approaching the company’s Q2 earnings announcement scheduled for July 16. The streaming giant is currently changing hands near $75.20, significantly below its 52-week peak of $128.96. Netflix, Inc., NFLX The upcoming quarterly report represents a pivot

The post Hormuz Tensions Jolt S&P 500 as Oil Reprices Inflation Risk appeared on BitcoinEthereumNews.com. Oil just grabbed the steering wheel again. One weekend of headlines out of the Strait of Hormuz, and suddenly everyone who was trading chips and AI multiples is back to watching Brent ticks and gasoline spreads. This isn’t the 1970s, but energy shocks still punch through growth stocks, inflation expectations, and rate paths. The timing is awkward too, with equities priced for immaculate disinflation and a clean landing. Let’s walk through what changed, how it filters into the S&P 500, what to watch in the next few weeks, and where the trapdoors sit if this escalates. Point Details New Hormuz flashpoint U.S. forces struck Iranian targets on July 7 after attacks on commercial vessels, raising fresh supply risk in a critical oil chokepoint Al‑Monitor. Policy shift on Iranian oil U.S. Treasury revoked a general licence for Iranian crude sales following tanke

The post LIVE: Oil surges, Bitcoin struggles to stay above $61K as US prepares to launch new attacks on Iran today appeared on BitcoinEthereumNews.com. Investors became cautious again and markets declined on Wednesday due to new tensions between the US and Iran. Speaking at the NATO summit in Ankara, Turkey, US President Donald Trump stated that the ceasefire with Iran is over following fresh clashes in the Middle East region. Dow Jones, S&P 500, and Nasdaq all declined amid the risk-off sentiment. The DJIA dropped by 488 points or 0.9%, the S&P 500 index fell by 0.6%, while the Nasdaq Composite index decreased by 0.4%. Oil prices surged dramatically due to the renewed threat of military conflict. The price of Brent increased by 4.6% to $77.56 per barrel, while the price of WTI grew by 4.2% to $73.45. At a joint press conference with NATO chief Mark Rutte, Trump was asked about the ceasefire and said, “I think it’s over.” He added, “I don’t want to deal with them anymore … as far as I’